-24.5%
KVUE vs PFG
+90.3%
-114.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | -0.3% |
| 7D | -5.1% | -0.4% | -4.7% | -5.0% |
| 30D | -6.3% | +2.9% | -9.2% | -7.0% |
| 3M | -0.5% | +6.7% | -7.2% | -2.1% |
| 6M | +3.1% | +33.8% | -30.7% | -3.6% |
| YTD | +6.7% | +35.0% | -28.3% | -0.7% |
| 1Y | -1.1% | +46.4% | -47.5% | -9.7% |
| 3Y | -8.7% | +71.7% | -80.4% | -20.2% |
| All | -24.5% | +90.3% | -114.8% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PFG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling